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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,436 | $84,685-39.3% | $73,836-30.3% | $125,389-59.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.71% | 3123.80%-3123.1pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $911 | $3,123-70.8% | $2,787-67.3% | $4,866-81.3% |
| Participant deferral / active EE | $911 | $3,993-77.2% | $3,583-74.6% | $5,352-83.0% |
| Admin fee / account holder | $2,496 | $5,694-56.2% | $4,882-48.9% | $9,541-73.8% |